DFA Tax-Managed US Marketwide Value II shares owned by Leavell Investment Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Leavell Investment Management
from 13F filings
Historical chart of Leavell Investment Management investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Leavell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $276k | 6.8k | 40.83 |
| 2023-12-31 | $252k | 6.8k | 37.28 |
| 2023-09-30 | $230k | 6.8k | 34.03 |
| 2023-06-30 | $233k | 6.8k | 34.47 |
| 2023-03-31 | $251k | 7.5k | 33.44 |
| 2022-12-31 | $251k | 7.5k | 33.44 |
| 2022-09-30 | $222k | 7.5k | 29.58 |
| 2022-06-30 | $237k | 7.5k | 31.57 |
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